Kistler-Tiffany Companies’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Kistler-Tiffany Companies’s Portfolio SPSB Stock Details SPSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1.09M	Sell	36,868 -14,065	-28%	-$415K	0.18%	110
2023 Q1	$1.51M	Buy	50,933 +17,400	+52%	+$513K	0.29%	69
2022 Q4	$985K	Buy	+33,533	New	+$981K	0.2%	92

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kistler-Tiffany Companies's SPSB Position: Q2 2023 in Review

Kistler-Tiffany Companies reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 28% in Q2 2023, selling an estimated $415K and leaving 36,868 shares worth $1.09M. The position accounts for 0.18% of the portfolio, ranked #110.

Kistler-Tiffany Companies first reported a position in SPSB in Q4 2022 and has held it in 3 quarters since. The position peaked at $1.51M in Q1 2023. 547 funds tracked by Wall St. Rank hold SPSB as of Q2 2023.

Kistler-Tiffany Companies held 36,868 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $1.09M as of Q2 2023.
Kistler-Tiffany Companies sold 14,065 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2023, an estimated $415K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.18% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #110 holding.
Kistler-Tiffany Companies first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and has held it in 3 quarters since.
Kistler-Tiffany Companies's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.51M in Q1 2023.
547 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.